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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,840 | $165,939-48.3% | $122,354-29.8% | $147,586-41.8% |
| Participation rate | 38.5% | 79.6%-41.1pp | 71.6%-33.2pp | 82.8%-44.4pp |
| Annual return | 13.59% | 34.56%-21.0pp | 30.28%-16.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,257 | $4,005+31.2% | $3,287+59.9% | $5,439-3.3% |
| Admin fee / account holder | $4,279 | $7,425-42.4% | $5,479-21.9% | $10,886-60.7% |